Connect ZipBooks and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
Ready to use ZipBooks and ServeManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
List Account
List all available account information
List Employees
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
List Courts
Retrieve a list of all courts from your ServeManager account
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Frequently Asked Questions
To start, connect both your ZipBooks and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in ServeManager. This includes choosing which data fields go into which fields of ServeManager, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and ServeManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZipBooks and ServeManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ZipBooks
ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.
Learn MoreAbout ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
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